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iShares Select Dividend ETF

1,313 hedge funds and large institutions have $9.16B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 398 increasing their positions, 464 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,686% more call options, than puts

Call options by funds: $147M | Put options by funds: $5.27M

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

0.05% less ownership

Funds ownership: 45.69%45.64% (-0.05%)

1% less funds holding

Funds holding: 1,3281,313 (-15)

9% less capital invested

Capital invested by funds: $10B → $9.16B (-$861M)

14% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 464

Holders
1,313
Holders Change
-15
Holders Change %
-1.13%
% of All Funds
17.61%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.52%
New
82
Increased
398
Reduced
464
Closed
72
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.2K
TAM
1277
Tucker Asset Management
Colorado
$13.7K
QPBE
1278
Quintet Private Bank (Europe)
Luxembourg
$13.4K -$6.7K -50 -33%
MSFP
1279
Mark Sheptoff Financial Planning
Connecticut
$13.4K
HR
1280
Howe & Rusling
New York
$13.4K +$13.4K +100 New
DAM
1281
Delta Asset Management
Tennessee
$13.2K +$3.08K +23 +31%
HFS
1282
Hughes Financial Services
Virginia
$13K +$13K +97 New
JFA
1283
JNBA Financial Advisors
Minnesota
$12.2K -$15.2K -113 -55%
AEPWM
1284
Atlantic Edge Private Wealth Management
Florida
$12.1K
SVCP
1285
Silicon Valley Capital Partners
California
$11.7K
VWM
1286
Vermillion Wealth Management
Minnesota
$10.9K
BA
1287
Bellwether Advisors
Nebraska
$10.3K
Allspring Global Investments
1288
Allspring Global Investments
North Carolina
$10.1K +$10.1K +75 New
RF
1289
Robbins Farley
New Hampshire
$10.1K
IWM
1290
Inlight Wealth Management
Georgia
$9.8K +$9.79K +73 New
TCM
1291
TD Capital Management
Tennessee
$9.79K +$134 +1 +1%
SFGP
1292
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.33K +$4.56K +34 +121%
CFFP
1293
Center for Financial Planning
Michigan
$8.19K
CCM
1294
Chilton Capital Management
Texas
$8.06K -$8.04K -60 -50%
RFA
1295
Register Financial Advisors
Georgia
$7.34K +$134 +1 +2%
CFP
1296
Comprehensive Financial Planning
Pennsylvania
$7.12K
PWMG
1297
Prestige Wealth Management Group
New Jersey
$6.98K
BC
1298
Broadwater Capital
Massachusetts
$5.64K
WA
1299
WPG Advisers
Maryland
$4.78K +$134 +1 +3%
CVM
1300
Cheviot Value Management
California
$3.49K +$3.62K +27 New

DVY Hedge Fund Activity: Q1 2025 in Review

1,313 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2025, worth a combined $9.16B — down 8.6% from $10B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DVY positions and 72 closed out — a net gain of 10 holders — while 398 added to existing stakes and 464 trimmed.

The largest buyer was Northern Trust, adding an estimated $26.1M. The largest seller was JP Morgan Chase, cutting an estimated $29.7M.

  • 1,313 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2025, down from 1,328 in Q4 2024.
  • Funds reported $9.16B of iShares Select Dividend ETF stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 82 funds opened new iShares Select Dividend ETF positions in Q1 2025 and 72 closed out, a net change of +10 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2025 was Northern Trust, an estimated $26.1M added.
  • The largest iShares Select Dividend ETF seller in Q1 2025 was JP Morgan Chase, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2025.